AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,289
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$15.3M
3
+$14.4M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$13.8M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$8.35M

Top Sells

1
+$6.06M
2
+$4.28M
3
+$4.01M
4
SPGM icon
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$3.82M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.76M

Sector Composition

1 Technology 6.4%
2 Healthcare 4.5%
3 Industrials 4.03%
4 Financials 3.85%
5 Consumer Discretionary 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$7K ﹤0.01%
+248
1502
$7K ﹤0.01%
248
1503
$7K ﹤0.01%
3
+2
1504
$7K ﹤0.01%
125
1505
$7K ﹤0.01%
125
-350
1506
$7K ﹤0.01%
161
1507
$7K ﹤0.01%
200
1508
$7K ﹤0.01%
409
+143
1509
$7K ﹤0.01%
+255
1510
$7K ﹤0.01%
+255
1511
$7K ﹤0.01%
1,072
1512
$7K ﹤0.01%
+500
1513
$7K ﹤0.01%
+250
1514
$7K ﹤0.01%
258
+44
1515
$7K ﹤0.01%
107
+1
1516
$7K ﹤0.01%
225
1517
$7K ﹤0.01%
96
1518
$7K ﹤0.01%
100
1519
$7K ﹤0.01%
850
1520
$7K ﹤0.01%
288
1521
$7K ﹤0.01%
260
+10
1522
$7K ﹤0.01%
+1,000
1523
$7K ﹤0.01%
350
1524
$7K ﹤0.01%
900
-310
1525
$7K ﹤0.01%
+255
59 60
61
62 63